See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,161 | $101,499-78.2% | $147,005-84.9% | $74,546-70.3% |
| Participation rate | 71.9% | 75.5%-3.6pp | 82.2%-10.2pp | 67.2%+4.7pp |
| Annual return | 15.76% | 8732.34%-8716.6pp | 418.76%-403.0pp | 1366.03%-1350.3pp |
| Employer contribution / active EE | $1,041 | $3,811-72.7% | $4,934-78.9% | $2,624-60.3% |
| Participant deferral / active EE | $2,708 | $7,304-62.9% | $8,070-66.4% | $4,347-37.7% |
| Admin fee / account holder | $3,228 | $1,748+84.7% | $13,006-75.2% | $1,944+66.1% |